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United Parcel Service

2,245 hedge funds and large institutions have $81.9B invested in United Parcel Service in 2023 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 789 increasing their positions, 995 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,245
Holders Change
+58
Holders Change %
+2.65%
% of All Funds
32.91%
Holding in Top 10
45
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.76%
% of All Funds
0.66%
New
246
Increased
789
Reduced
995
Closed
152
Calls
$2.83B
Puts
$2.11B
Net Calls
+$724M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Shares
Change %
WOC
2101
West Oak Capital
California
$57K
CWC
2102
Carolinas Wealth Consulting
North Carolina
$57K -$1.57K -10 -3%
FWM
2103
FSA Wealth Management
Massachusetts
$56K +$56K +355 New
VWA
2104
Valued Wealth Advisors
Utah
$54.8K +$54.8K +352 New
BCM
2105
Blume Capital Management
California
$54.2K
DI
2106
DAGCO Inc
Ohio
$53.9K -$31.7M -201,652 -100%
DWS
2107
Dynamic Wealth Strategies
California
$53.9K +$53.9K +343 New
WAG
2108
Wiser Advisor Group
Arizona
$52.8K +$52.8K +336 New
FFC
2109
First Financial Corp
Indiana
$52.5K +$10.2K +65 +24%
TWP
2110
TFO Wealth Partners
Ohio
$52.4K -$629 -4 -1%
NCM
2111
Northwest Capital Management
Oregon
$51.5K
PO
2112
Private Ocean
California
$49.4K
AWM
2113
Abound Wealth Management
Tennessee
$48.2K +$12.2K +78 +34%
MBFW
2114
Morton Brown Family Wealth
Pennsylvania
$47.2K
WWM
2115
Wolff Wiese Magana
California
$47K -$8.33K -53 -15%
FP
2116
Financial Perspectives
Minnesota
$46.1K
MFT
2117
Moisand Fitzgerald Tamayo
Florida
$45.6K -$9.12K -58 -17%
JGIA
2118
Jackson Grant Investment Advisers
Connecticut
$43.7K
EC
2119
EntryPoint Capital
New York
$43.1K +$43.1K +274 New
DF
2120
Dunhill Financial
United Kingdom
$42.8K +$42.8K +272 New
CCA
2121
Criterion Capital Advisors
Tennessee
$41.8K +$41.8K +266 New
GC
2122
Gould Capital
Washington
$41.8K
HB
2123
Horizon Bancorp
Indiana
$40K
VAG
2124
VisionPoint Advisory Group
Texas
$39.6K +$2.04K +13 +5%
MRCM
2125
M&R Capital Management
New Jersey
$39K +$7.4K +47 +23%